This is completely incoherent. 3 reasons:

1. he talks about what he's shipped, and yet compares it to crypto – already, you're in a contradiction as to your relative comparison – you straight up shouldn't blog if you can't conceive that these two are opposing thoughts

2. this whole refrain from people of like, "SHOW ME your enterprise codebase that includes lots of LLM code" – HELLO, people who work at private companies CANNOT just reveal their codebase to you for internet points

3. anyone who has actually used these tools has now integrated them into their daily life on the order of millions of people and billions of dollars – unless you think all CEOs are in a grand conspiracy, lying about their teams adopting AI